Sales
To assign a price list to a client
- Select “Clients” from the navigation menu.
- Select “Manage Clients“.
- For more information on adding clients, please refer to the tutorial “Adding a Client“.
- Select the client you wish to assign the price list to.
- Click the button “Edit“.
- Find “Price Group” in the client’s Account Details.
- Select the desired price list from the drop-down menu of “Price Group“.
- Make sure you already have (a) price list(s) created, for more information on creating a price list, please refer to the tutorial “Adding a Price List“.
- Click “Save“.
- Note that changes in prices will reflect when creating an invoice for the selected client according to the selected price list.